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After you file
Thank you. I had the feeling I should call the state. The TurboTax Deluxe 2021 return was correct and showed correct amount on the return (the amount I had withheld on my 1099-R plus the 2020 refund amount to be credited to the 2021 return).
On a different issue, I started using TurboTax Deluxe beginning with my 2018 returns (Fed & State). It appears I entered the Basis information incorrectly on both my wife's traditional IRA and Roth IRA and mine. I haven't gone through all the returns yet but how do I correct the information on the TurboTax software? (FYI, I purchase TurboTax Deluxe each year from Sam's Club and install it on my laptop.)
Art
March 7, 2022
1:09 PM